Job Title: Administrator
Location: Bracknell
Salary: £25,000 – £28,000 per year
Job type: Full Time – Permanent
Fairstone is a full-service Wealth Management House delivering intelligent solutions for your lifetime financial journey.
Incorporating one of the UK’s largest Chartered Financial Planning firms, our team of Financial Advisers offer independent financial advice, investment management and estate planning services.
Our clients are at the centre of everything we do and thanks to them we are the number one rated Wealth Management House on Trustpilot.
The Role
This role is full time office based, with the primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and develop a portfolio of high-net-worth clients. This is achieved through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients. The role holder is also expected to ensure that our client information database is accurate at all times.
Training will be provided in the Bracknell office, with a move to Farnborough Aerospace Business Park in late November
This job role comes with 25 days holiday and additional staff benefits. 37.5 Hours: Monday to Friday 9am – 5pm
Responsibilities
- Sending out letters and reports to clients and providers.
- Creating general letters to accompany documentation/request information.
- Producing ad-hoc client valuations.
- Using provider platforms to submit all expectations and implement switches etc..
- Speaking to clients and providers e.g. obtaining information from life offices and dealing with queries from clients such as issues with online access.
- Chasing life offices for missing/outstanding information.
- Scanning and attaching post.
- Actioning alerts on Std Life, Quilter & Elevate Wrap platforms.
- Logging e-mails from/to clients and providers.
- Packaging and submitting all new business to life offices. e.g. scanning documents.
- Uploading documents to Wrap providers and e-mailing appropriate dept. where relevant.
- Completing all anti-money laundering documentation.
- Submitting all File Review submissions.
- Amending records, e.g. change of address.
Ideal Candidate
- A minimum of 2 years’ experience in an Administration role
- Good literacy and numeracy skills with a high degree of accuracy
- Excellent organisational skills and the ability to work as part of a team
- Working knowledge of Microsoft Word and Excel packages essential
- Driving Licence
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of: Admin Assistant, Office Administrator, Admin Assistant, Administrative Assistant, Cemeteries Business Administrator, Support Administrator, Reception Administrator, Business Support, Executive Assistant, Office Assistant, Office Coordinator, Secretary, Clerk, Business Administrator, Executive Assistant may also be considered for this role.
